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Mark P

Series 65, Series 63

Grand Island, NE

Ameriprise

Mark Perry is a financial advisor with Ameriprise in Grand Island, NE, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2015. Perry serves on the Board of Directors for the International Children's Network. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Trevor O

Series 66

Grand Island, NE

Edward Jones

Trevor Oberg is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked previously at Pinnacle Bank and Tier One Financial. Outside of finance, his background includes working at Heritage Hills Golf Course and Kansas Wesleyan University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael H

Series 66

Grand Island, NE

Edward Jones

Michael Havermann is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Sandhills Global for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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Todd O

ChFC®, Series 66

Grand Island, NE

Edward Jones

Todd Owen is a financial advisor with Edward Jones in Grand Island, NE. He holds the ChFC® and Series 66 designations and has 11 years of industry experience. Owen has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Inheritance planning Retired Founder/Business Owner Executive
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Alissa A

Series 63, Series 65

Grand Island, NE

LPL Financial

Alissa Axford is a financial advisor with LPL Financial in Grand Island, NE, holding Series 63 and Series 65 licenses and 18 years of industry experience. She previously worked with ICA Group Wealth Management, Investment Centers of America, Inc., and American Investment Services. Axford is involved in insurance-related activities, including servicing existing index annuity contracts and working as an insurance agent for life, health, long-term care, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advisors utilizing a range of discretionary and non-discretionary strategies supported by research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Sonja H

Series 66, Series 63

Grand Island, NE

Edward Jones

Sonja Havranek is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 66 and Series 63 credentials and has been with Edward Jones since 2009. The firm serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. Edward Jones offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David P

Series 63, Series 65

Grand Island, NE

Primerica Advisors

David Prokesh Jr. is a financial advisor with Primerica Advisors in Grand Island, NE, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2004. Outside of investment advising, he is involved in sales of loan products and home security and automation services through affiliates of his firm. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Philip H

Series 66

Grand Island, NE

Edward Jones

Philip Hranac is a Series 66 licensed financial advisor with Edward Jones, based in Grand Island, NE. He has 15 years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Norman W

Series 66

St. Paul, NE

LPL Financial

Norman Wilkins III is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Homestead Investments and Securities America, Inc., with over two decades of involvement at Homestead Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of services to individuals, retirement plan participants, banks, trust companies, and institutions, including financial planning and access to various advisory platforms and third-party asset management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Renee S

Series 66

Grand Island, NE

LPL Financial

Renee Summers is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. Prior to joining LPL Financial in 2021, she worked with various firms including Jeremy Ringlein and Waddell & Reed, Inc. from 2011 to 2021. She is involved with Flatwater Associates, which offers tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Shawn O

ChFC®, Series 63, Series 65

Grand Island, NE

LPL Financial

Shawn Oconnor is a financial advisor with LPL Financial in Grand Island, Nebraska, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including 19 years at Sii Investments, Inc. prior to joining LPL Financial in 2018. Outside of his advisory work, he is involved in operating a family farm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools and a broad platform of financial products.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew A

Series 63, Series 66

Grand Island, NE

Edward Jones

Matthew Armstrong is a financial advisor with Edward Jones in Grand Island, Nebraska, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory work, he is involved in managing personal matters. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Emily M

Series 66

Grand Island, NE

LPL Financial

Emily Meredith is a financial advisor with LPL Financial in Grand Island, NE, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2024, she worked with Northwestern Mutual Wealth Management Company and Raymond James Financial Services, Inc. Outside of her advisory role, Meredith is involved in fitness coaching through Land Fitness Coaching and participates in the food industry with Cardinal Snacks. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients. The firm offers a comprehensive range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brett K

Series 66

Grand Island, NE

LPL Financial

Brett Klein is a financial advisor with LPL Financial, holding a Series 66 designation and over 13 years of industry experience. He has previously been associated with firms including Waddell & Reed Inc. and has engaged in business activities such as tax preparation and accounting through Flatwater Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions delivered by a large network of investment adviser representatives using varied portfolio strategies and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Michael S

Series 63, Series 65

Grand Island, NE

LPL Financial

Michael Strong is a financial advisor with LPL Financial in Grand Island, Nebraska, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Waddell and Reed, Inc., the Strong Downey Group, Inc., and serving on the Village of Elm Creek board. He is also a nonprofit board member for the Village of Elm Creek. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors utilizing a variety of portfolios and strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Vincent J

Series 66

Grand Island, NE

LPL Financial

Vincent Jensen is a financial advisor with LPL Financial in Grand Island, NE, holding a Series 66 designation and four years of industry experience. He previously operated Vince Jensen & Associates for 11 years and has worked with Equitable Bank since 2022. Outside of his advisory role, he is involved as a financial consultant at O'Connor & Associates Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Terry P

Series 63, Series 66

Grand Island, NE

Edward Jones

Terry Pfeifer is a financial advisor with Edward Jones in Grand Island, Nebraska, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Deborah L

Series 66

Grand Island, NE

LPL Financial

Deborah Lovejoy is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Her prior work includes roles at Timberlake Ranch Camp and Nebraska Christian Schools. She is also a commissioned notary in Central City, NE. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jeremy R

Series 66

Grand Island, NE

LPL Financial

Jeremy Ringlein is a financial advisor with LPL Financial in Grand Island, NE, holding a Series 66 designation and 26 years of industry experience. Prior to joining LPL in 2021, he held roles at Flatwater Wealth, Inc., Ringlein Tax Planning and Preparation, and Waddell & Reed, Inc., among others. He is also active as a general notary and a tax preparer. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James P

Series 63, Series 65

Grand Island, NE

Wells Fargo Clearing

James Panowicz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Helix Financial and Principal Securities Inc. Outside of his advisory work, he serves as the legal personal representative for his father's estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Retired Founder/Business Owner
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